+113.0%
HOOD vs T
+52.3%
+60.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.3% |
| 7D | -4.8% | +1.0% | -5.8% | -4.9% |
| 30D | -26.1% | -10.6% | -15.5% | -25.4% |
| 3M | -10.8% | -7.7% | -3.1% | -10.3% |
| 6M | +2.4% | -13.3% | +15.7% | +4.0% |
| YTD | -28.5% | -8.8% | -19.7% | -28.8% |
| 1Y | -36.3% | -8.4% | -27.9% | -36.8% |
| 3Y | +743.7% | +59.6% | +684.1% | +572.1% |
| All | +113.0% | +52.3% | +60.7% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded T wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling